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Qualcomm Stock Rises As Chipmaker Jumps Into AI Data Center Market
Qualcomm, known for its smartphone chips, is diving into the hot market for AI data center computers. Qualcomm stock rose Thursday.
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economictimes.indiatimes.com
AI chip startup: Qualcomm nearing deal for AI chip startup Modular: report - The Economic Times
A global supplier of smartphone chips, Qualcomm has been working to reduce its reliance on the volatile handset market by branching out into fast-growing areas like data…
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cnbc.com
Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
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channelnewsasia.com
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
June 24 : Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers."The San…
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Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
June 24 : Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for…
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Qualcomm announces AI data center CPU, signs Meta as first major customer
Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's most recent quarter.
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morningstar.com
Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio
Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio
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Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5…
Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5 Years
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cryptobriefing.com
Qualcomm targets $15B in data center revenue by 2029 as investor day maps life beyond mobile
Qualcomm targets $15B in data center revenue by FY29, up from $0.3B today, while its auto pipeline hits $65B. Here's what the numbers actually mean.
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asia.nikkei.com
Qualcomm to design China-specific data center chip to comply with US export controls
CEO says every AI foundational model company in China are customers
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Qualcomm secures Meta as first Big Tech customer for data center chips
Qualcomm announces Meta as first Big Tech customer for its Dragonfly C1000 data center CPU, targeting agentic AI workloads with production starting in 2028.
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Qualcomm stock soars as Wall Street reacts to strong numbers
Qualcomm stock surged over 13% after doubling its non-handset revenue target to $40 billion by fiscal 2029, with $15 billion expected from AI data centers.
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Qualcomm to design China-specific data center chip in line with US export curbs
CEO says new semiconductor will help ease global memory shortage
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siliconangle.com
Qualcomm shares jump 14% on Modular acquisition, guidance upgrade - SiliconANGLE
Qualcomm shares jump 14% on Modular acquisition, guidance upgrade - SiliconANGLE
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forbes.com
Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy
Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.
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AI chips: Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar - The Economic Times
Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $22 billion, and with handsets only…
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Micron and Qualcomm forecasts drive $400B AI chip stock rally
Micron and Qualcomm earnings sparked a $400 billion AI chip stock rally, with $22 billion in customer commitments and sold-out memory supply fueling
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the-decoder.com
Qualcomm enters the data center market with its own processor
Qualcomm is pushing further into the data center market with a new processor called the Dragonfly C1000.
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benzinga.com
Why Is Qualcomm Stock Soaring Thursday? - Qualcomm (NASDAQ:QCOM)
QCOM stock surges as Qualcomm targets $15B in data center AI revenue by FY29 and signs a major server CPU deal with Meta.
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ilsole24ore.com
Qualcomm punta sui data center per l’AI, il titolo vola in Borsa
La società prevede di raggiungere 40 miliardi di dollari di fatturato annuo nelle attività diverse dagli smartphone entro il 2029
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techspot.com
Qualcomm unveils sweeping AI infrastructure strategy to take on Nvidia in the data center
Given the incredible explosion of interest in AI infrastructure and the chips that power them, it's no surprise that virtually every semiconductor company has been talking about...